If you have set up proration on a Program or Class and it isn't calculating correctly, one or more of the items below is likely the cause. Work through each section to confirm your setup is complete.
Before troubleshooting, confirm all of the following are set up correctly:
Payment Plan Type — Your payment plan type is Pay-in-Full, a Scheduled Payment Plan, or a Subscription Payment Plan
Program Dates — Your Program has a start date and end date (if pricing is at the Program level)
Class Dates — Your Class has dates assigned (if pricing is at the Class level)
Holiday Calendar — Your Holiday Calendar is up to date with any dates to exclude from proration
Proration Setting — The Charge Items in your Proration setting match the Charge Items in your Program or Class pricing
Manual Pricing — If using a Scheduled Payment Plan, pricing is set to "Manually set pricing..." (not the default)
Not sure how proration works? Watch the video below before working through the troubleshooting steps.
Section 1 - Payment Plan Compatibility
Proration only works with Pay-in-Full and/or Scheduled Payment Plans in any Enrollment Model, or with a Subscription Payment Plan. It does not work with other Payment Plan types.
If you have set up Programs with Proration and the Programs or Classes are not prorating, here are some possible reasons:
⚠️ Important — Scheduled Payment Plans require manual pricing: There is a known bug where the default "Divide total cost equally..." setting does not work with proration. If you are using a Scheduled Payment Plan, you must switch to the "Manually set pricing..." option in the payment plan settings for proration to calculate correctly. See Section 6 for steps.
Section 2- Program Dates
If pricing is set at the Program level, each Program must have a start date and end date. Enrollsy uses these dates to calculate the prorated amount owed when a customer enrolls before the Program's start date.
To add start and end dates to a Program:
Go to the Programs page and click the pencil icon next to the Program you want to edit.
Scroll down to the Enrollment Model settings section.
Click the edit icon next to "When does this Program run?" and set the correct start and end dates.
Click Save.
Section 3- Class Dates
If pricing is set at the Class level, each Class must have dates assigned. Enrollsy uses these dates to calculate the prorated amount owed when a customer enrolls before the Class starts.
To add dates to a Class:
Go to the Classes page and click the down arrow next to the Class.
Click the pencil icon to edit the Class.
Scroll down to the "When does this Class happen?" section and check the box next to "Set days/dates when this Class occurs."
Click the plus (+) button to add days/dates to the Class.
Click Save.
Section 4- Holiday Calendar
If you want specific dates — such as holidays or school breaks — excluded from the proration calculation, add them to your Holiday Calendar. Any dates listed there will not be counted as part of the total cost being prorated.
This step is optional but important if you do not want holidays or breaks to inflate the prorated amount. See Howto Add Holidays and Closing Dates for steps to add a Holiday Calendar.
Section 5- Proration Setting (Charge Items)
Depending on where your pricing is configured, you will see a Prorating section inside the Program or Class settings. Make sure every Charge Item you want to prorate is included in that Prorating section — this includes Charge Items that are due at enrollment as well as those in any payment plans.
The Charge Items listed in the Proration setting must match the Charge Items listed in your Program or Class pricing exactly.
See How to Set Up Proration for Programs or Classes for steps on setting up proration.
Section 6- Default to Manual Setting (Scheduled Payment Plans)
If you are using Scheduled Payment Plans, the default setting "Divide total cost of each Class equally into X payment events" will NOT work with proration. You must change it to "Manually set pricing for X payment events" and enter your Charge Items and amounts manually.
If Enrollees have already signed up using the default setting, review each one to determine whether a corrected prorated charge is needed. See How to View Who Has (or Doesn't Have) a Payment Plan.
⚠️ Important — If Enrollees have already selected a Payment Plan using the default setting, you will need to review each one and determine whether they need to be charged a corrected prorated amount. See How to View Who Has (or Doesn't Have) a Payment Plan to view who is on a Payment Plan.